See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,646 | $85,202+13.4% | $172,739-44.1% | $72,985+32.4% |
| Participation rate | 91.3% | 70.1%+21.2pp | 82.6%+8.7pp | 69.5%+21.8pp |
| Annual return | 19.12% | 27.32%-8.2pp | 802.84%-783.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $11,558 | $3,324+247.7% | $5,143+124.7% | $2,440+373.7% |
| Participant deferral / active EE | $5,992 | $3,260+83.8% | $5,198+15.3% | $3,607+66.1% |
| Admin fee / account holder | $11,271 | $5,884+91.6% | $13,954-19.2% | $5,124+120.0% |